VWUSX vs. VUG
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Growth ETF (VUG).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWUSX or VUG.
Correlation
The correlation between VWUSX and VUG is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VWUSX vs. VUG - Performance Comparison
Key characteristics
VWUSX:
1.45
VUG:
2.09
VWUSX:
1.87
VUG:
2.71
VWUSX:
1.28
VUG:
1.38
VWUSX:
1.39
VUG:
2.78
VWUSX:
8.86
VUG:
10.90
VWUSX:
3.33%
VUG:
3.31%
VWUSX:
20.39%
VUG:
17.29%
VWUSX:
-71.26%
VUG:
-50.68%
VWUSX:
-6.76%
VUG:
-1.64%
Returns By Period
In the year-to-date period, VWUSX achieves a 29.37% return, which is significantly lower than VUG's 35.96% return. Over the past 10 years, VWUSX has underperformed VUG with an annualized return of 14.37%, while VUG has yielded a comparatively higher 15.92% annualized return.
VWUSX
29.37%
-1.29%
10.41%
29.53%
15.23%
14.37%
VUG
35.96%
4.22%
14.16%
36.09%
19.09%
15.92%
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VWUSX vs. VUG - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
VWUSX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VWUSX vs. VUG - Dividend Comparison
VWUSX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.45%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.00% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
VUG Vanguard Growth ETF | 0.45% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
VWUSX vs. VUG - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -71.26%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VWUSX and VUG. For additional features, visit the drawdowns tool.
Volatility
VWUSX vs. VUG - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 9.52% compared to Vanguard Growth ETF (VUG) at 4.90%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.